WENDY YODER
Colorado Springs,CO
Summary
Hardworking and professional candidate with strong organizational skills eager to secure CNA position. Ready to help team achieve company goals while transitioning into medical field and pursuing a healthcare degree.
Overview
17
17
years of professional experience
1
1
Certified Phlebotomist
1
1
Certified in BLS/CPR
1
1
Certified Nursing Aide training in progress
Work History
Insurance Professional I
USAA
06.2017 - Current
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Maintained up-to-date knowledge of industry regulations, enabling accurate advice and policy recommendations.
- Conducted comprehensive risk assessments for clients, recommending appropriate coverage levels to mitigate potential losses.
- Assisted in training and development of new agents, sharing best practices and successful sales strategies.
- Participated in ongoing professional development opportunities to stay current with industry trends and advancements in product offerings.
- Efficiently resolved complex customer inquiries by leveraging deep understanding of policy details and available resources.
- Maximized cross-selling opportunities by conducting thorough client needs assessments during annual policy reviews.
- Reduced client attrition rate by proactively addressing concerns and identifying potential coverage gaps during routine account reviews.
- Managed over 30 calls per day, on average
Licensed Insurance Professional
Ed Reed American Family Insurance Agency
01.2015 - 01.2017
Licensed Insurance Professional
Dave Powell State Farm Insurance Agency
01.2013 - 01.2015
Licensed Insurance Professional
EJ Nusbaum Agency/Bryan Gilman Agency
01.2004 - 01.2008
Education
Associate of Applied Science - Surgical Tech
PPSC
Colorado Springs, CO06.2026
High school diploma -
Christian Liberty Academy
Chicago, IL12.1999
Skills
- Attention to Detail
- Teamwork and Collaboration
- Dependable and Responsible
- Relationship Building
- Excellent Communication
- Organization and Time Management
- Data Entry
- Organization
- Written Communication
- Google Drive
- Analytical and Critical Thinking
Certification
- Certified Phlebotomy Technician, December 2023, Certificate #36BC501F2815B09E
- BLS/CPR Certified - December 2023
- CNA - Certified Nursing Assistant in training, to be completed January 2024
- Property & Casualty, Life and Health Insurance License, all 50 states, 137813
Awards
- USAA Made for Excellence Nominee, February 2022
- USAA Made for Excellence Award, March 2021
- USAA Made for Excellence Award, May 2020
- 100% USAA Member satisfaction rating for all of 2021 with 48 surveys
Timeline
Insurance Professional I
USAA
06.2017 - Current
Licensed Insurance Professional
Ed Reed American Family Insurance Agency
01.2015 - 01.2017
Licensed Insurance Professional
Dave Powell State Farm Insurance Agency
01.2013 - 01.2015
Licensed Insurance Professional
EJ Nusbaum Agency/Bryan Gilman Agency
01.2004 - 01.2008
Associate of Applied Science - Surgical Tech
PPSC
High school diploma -
Christian Liberty Academy
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